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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: Philip W. Dunton, Jr who wrote (3425)	8/15/2001 2:40:38 PM
From: James Calladine	Read Replies (1) of 3661

THE CC: I missed the CC live, and have not yet had a chance to listen to it. However, for a company like MTSN, where a LOT of the company's credibility is represented by the guy with his name on the company, I think it is a very bad sign to have him absent, without a HUGE reason why he could not be there. I would imagine the key issues were: -- the integration of the two purchased companies -- the order book of the products of those companies -- the order book of MTSN and the acquisitions -- is there any light ahead, or just a black tunnel? I take it that some of you were not much impressed by what you heard. If anybody could comment with their impression on these items, I would appreciate it. Namaste! Jim

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